Louis Terrero has been in the financial services industry since 1978, starting his career as an auditor for one of the "Big 8" CPA firms. He has experience in many areas ranging from compliance and auditing to annuities and investments. This extensive knowledge has led Louis to teach accounting, economics and taxation courses as an adjunct professor at various NY and NJ colleges and universities since 1991. Louis' diverse background and passion for educating others helps him serve his clients in ways that he takes much pride in.
Financial and investment planning is an area in which Louis' feels he can provide great value to his clients. He has been working with individuals and businesses in New Jersey and New York for several years on various financial planning topics and strategies, including retirement planning, college funding, insurance planning and estate planning (in concert with elder care attorneys). He has always taken a "team of professionals" approach to serving his clients' needs, and will regularly include in his portfolio planning and management, agents and advisors whom he believes can add value to the process. Having professionals working in tandem to accomplish your goals ensures that all aspects of your financial plan are complimentary of each other.
The clients of New Century Planning Associates are of the upmost importance. Louis and his team are dedicated to developing lasting relationships with all their clients. That is why they spend so much time getting to know you and your needs before any recommendations are made. They strive to provide clear, easy to understand explanations of financial products and services all while putting these in motion to bring you closer to a more secure financial future.
In his free time you can find Louis spending quality time with family and friends, following New York's professional sports teams, reading historical novels and traveling.
Phone: (732) 984-9001
Mobile Phone: (609) 865-8822
Fax: (908) 325-0335